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Mascoma Wealth Management’s Shopify SHOP Stock Holding History

Mascoma Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18
Closed -$1.72K – 497
2025
Q1 		$1.72K Hold
18
– – ﹤0.01% 460
2024
Q4 		$1.91K Buy
+18
New +$1.75K ﹤0.01% 476
2023
Q2 		– Sell
-130
Closed -$6.3K – 573
2023
Q1 		$6.3K Hold
130
– – ﹤0.01% 454
2022
Q4 		$4.51K Hold
130
– – ﹤0.01% 501
2022
Q3 		$4K Hold
130
– – ﹤0.01% 511
2022
Q2 		$4K Hold
130
– – ﹤0.01% 528
2022
Q1 		$9K Hold
130
– – ﹤0.01% 457
2021
Q4 		$18K Buy
+130
New +$19K 0.01% 346

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mascoma Wealth Management's SHOP Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Shopify (SHOP) in Q2 2025, closing a stake of 18 shares — an estimated $1.72K sold.

Mascoma Wealth Management first reported a position in SHOP in Q4 2021 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 18 Shopify shares in Q2 2025, an estimated $1.72K.
  • Mascoma Wealth Management first reported a position in Shopify in Q4 2021 and held it in 8 quarters.
  • Mascoma Wealth Management's Shopify position peaked at $18K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.